Inside my practice · Financial services

Conversion weekend was staffed with hope

A banking conversion passed ordinary tests but exposed unusual account relationships at the branch counter.

What the situation reveals

The operating condition

Readiness was declared from a happy-path sample while risk acceptance and specialist support sat elsewhere.

The move I would make

Test vulnerable account types and locate legal, operations and risk decision owners at the point of service.

The question to take into the room

Which member situation was absent from the conversion test, and who decides when it appears?

Explore the architecture

Follow the condition through the system.

Start with VERTO, then examine where the other disciplines alter the decision or its consequences.

Bring it into your work

Which member situation was absent from the conversion test, and who decides when it appears?

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